Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 employees
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $81,610 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP INC. Service code 16 43 MAIN STREET SE, SUITE 148 · MINNEAPOLIS, MN 55414 | Consulting | $39,922 |
Filed as: SHUMAKER, LOOP,& KENDRICK, LLP Service code 16 · EIN 34-4439491 | Consulting | $23,028 |
T ROWE PRICE RPS INC1 year Service code 15 | Recordkeeping | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,592 | $53,684-11.3% | $170,435-72.1% | $80,976-41.2% |
| Participation rate | 83.5% | 69.2%+14.4pp | 83.6%-0.1pp | 68.3%+15.3pp |
| Annual return | 18.36% | 25.97%-7.6pp | 205.94%-187.6pp | 22.91%-4.6pp |
| Employer contribution / active EE | $2,176 | $1,642+32.6% | $5,432-59.9% | $2,402-9.4% |
| Participant deferral / active EE | $2,522 | $3,017-16.4% | $4,939-48.9% | $3,848-34.5% |
| Admin fee / account holder | $10 | $46-79.2% | $13,881-99.9% | $67-85.7% |